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 DC Cancelled Common Sense

It doesn’t require decades of financial expertise to balk at the notion of selling retail air conditioning units in Siberia or lemonade stands in the heart of the Arctic. That is, even a high-school...

Matthew Piepenburg / November 19, 2023

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It’s Time (and Easy) to be Smarter than Our “Leaders”

Below, we consider just how far America has fallen from its founding vision (and something we can do about it).

Matthew Piepenburg / November 5, 2023

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Debt, Currency Debasement & War—The Timeless Pillars of Failure

Below, we follow the breadcrumbs of simple math and bond market signals toward an oft-repeated pattern of how once-great nations become, well…not so great any more.

Matthew Piepenburg / October 22, 2023

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A 1987 CRASH IN STOCKS WITH A GOLDEN DAWN FOR OIL AND GOLD

What a bloody mess! Well, economic collapses and wars always are. But sadly it will become a lot messier! We now have two dangerous wars, maybe we will have a global war. We have a coming collapse o...

Egon von Greyerz / October 16, 2023

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Select 5 Signs that Gold Will increasingly Flow to the East 5 Signs that Gold Will increasingly Flow to the East

5 Signs that Gold Will increasingly Flow to the East

The reshaping of the world economy and the global (political) order is in full swing. It is a long process, the concrete outcome of which is uncertain in advance and associated with numerous impondera...

Ronni Stoeferle / October 13, 2023

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Matthew-Piepenburg-on-Gold

The Economic Future is Sad, Simple & Already Obvious

The foregoing title may seem a bit sensational, no? With all the recent hype about a gold-backed BRICS currency emerging from this summer’s South African meet-and-greet vanishing like oar swirls, one...

Matthew Piepenburg / October 8, 2023

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A SICK US PATIENT WITH A $100 TRILLION DEBT

The health of the world economy is clearly linked to the health of global leaders. That clearly raises the question if unhealthy leaders create a diseased economy or if an ailing economy creates sick...

Egon von Greyerz / September 25, 2023

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Oil vs Gold

Real BRICS Threat + The Worst Macros I’ve Ever Seen

In many recent articles and interviews, I’ve warned that Powell’s “higher for longer” war against inflation will actually (and ironically) lead to, well… greater inflation. That is, the rising intere...

Matthew Piepenburg / September 17, 2023

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RISING GDP + RISING YIELDS = A MAJOR SIGN OF “UH-OH”

Rising GDP + Rising Yields = A MAJOR Sign of “Uh-Oh”

Have you heard the good news? The Atlanta Fed GDPNow estimates a 5.9% growth in real GDP for Q3 2023. In nominal terms, we can even boast of an 8.9% surge. What fantastic news! Growth! Productivity!...

Matthew Piepenburg / September 3, 2023

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THE END OF A HISTORICAL DEBT CYCLE: PREPARE OR SUFFER

When Baseballs & Guitars Say More Than Pundits

Before I got the invite to a swank prep-school out East, I used to spend my Spring afternoons on a baseball diamond not too far from the home field of Derek Jeter, who was still playing local ball in...

Matthew Piepenburg / August 20, 2023

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